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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,627 | $108,825+123.0% | $156,181+55.3% | $82,448+194.3% |
| Participation rate | 90.0% | 72.4%+17.6pp | 78.8%+11.2pp | 68.1%+21.9pp |
| Annual return | 10.76% | 20.59%-9.8pp | 64.87%-54.1pp | 41.64%-30.9pp |
| Employer contribution / active EE | $10,000 | $2,870+248.5% | $4,294+132.9% | $2,551+292.0% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $20,474 | $9,341+119.2% | $14,586+40.4% | $7,234+183.0% |